Vestmark Advisory Solutions Inc. Reduces Stock Position in T-Mobile US, Inc. $TMUS

Vestmark Advisory Solutions Inc. reduced its position in T-Mobile US, Inc. (NASDAQ:TMUS) by 38.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,741 shares of the Wireless communications provider’s stock after selling 2,292 shares during the quarter. Vestmark Advisory Solutions Inc.’s holdings in T-Mobile US were worth $896,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Norges Bank bought a new stake in T-Mobile US during the second quarter worth about $1,477,780,000. Marshall Wace LLP raised its position in T-Mobile US by 2,303.2% during the 2nd quarter. Marshall Wace LLP now owns 1,797,086 shares of the Wireless communications provider’s stock valued at $428,174,000 after purchasing an additional 1,878,654 shares during the last quarter. Viking Global Investors LP lifted its position in shares of T-Mobile US by 81.7% in the 2nd quarter. Viking Global Investors LP now owns 2,845,316 shares of the Wireless communications provider’s stock worth $677,925,000 after purchasing an additional 1,279,422 shares during the period. State Street Corp boosted its position in T-Mobile US by 4.5% during the 2nd quarter. State Street Corp now owns 23,141,316 shares of the Wireless communications provider’s stock valued at $5,513,650,000 after acquiring an additional 994,740 shares in the last quarter. Finally, Crake Asset Management LLP purchased a new stake in shares of T-Mobile US in the 2nd quarter worth about $160,945,000. 42.49% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have issued reports on TMUS shares. Tigress Financial upped their target price on shares of T-Mobile US from $305.00 to $310.00 and gave the company a “buy” rating in a research note on Tuesday, November 11th. Sanford C. Bernstein restated a “neutral” rating on shares of T-Mobile US in a research note on Thursday, February 19th. UBS Group reissued a “buy” rating on shares of T-Mobile US in a report on Thursday, February 12th. Argus reduced their target price on T-Mobile US from $275.00 to $245.00 and set a “buy” rating on the stock in a report on Tuesday, December 9th. Finally, The Goldman Sachs Group boosted their price target on shares of T-Mobile US from $233.00 to $254.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $257.09.

T-Mobile US Trading Down 1.5%

Shares of TMUS stock opened at $218.66 on Thursday. T-Mobile US, Inc. has a 1 year low of $181.36 and a 1 year high of $276.49. The company’s fifty day simple moving average is $200.03 and its two-hundred day simple moving average is $217.54. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.00 and a quick ratio of 0.90. The stock has a market capitalization of $240.93 billion, a price-to-earnings ratio of 22.52, a PEG ratio of 1.44 and a beta of 0.44.

T-Mobile US Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Friday, February 27th will be issued a dividend of $1.02 per share. This represents a $4.08 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Friday, February 27th. T-Mobile US’s dividend payout ratio is currently 42.02%.

Trending Headlines about T-Mobile US

Here are the key news stories impacting T-Mobile US this week:

• Positive Sentiment: T-Mobile began selling the Samsung Galaxy S26 with carrier promotions and highlights its 5G Advanced capability — a product-cycle tailwind that can help upgrade activity and ARPU. T-Mobile Turns up the Value With the Samsung Galaxy S26 Lineup
• Positive Sentiment: Seeking Alpha and other bullish notes argue recent weakness is a buying opportunity, citing broadband subscriber growth, management’s 2026 outlook and potential for dividend growth — supports a constructive long‑term case. T-Mobile: Recent Stock Weakness Is Gift For Long-Term Dividend Growth Investors
• Neutral Sentiment: CEO Srini Gopalan will present at the Morgan Stanley TMT conference on March 4 — a potential near‑term catalyst if management provides incremental subscriber, pricing or capital allocation detail. T-Mobile US, Inc. to Present at the Morgan Stanley Technology, Media & Telecom Conference
• Neutral Sentiment: Institutional moves are mixed: small reported position builds (e.g., Brucke Financial increased holdings) are supportive but not large enough to move the needle. Brucke Financial Inc. Grows Position in T-Mobile US, Inc. $TMUS
• Negative Sentiment: Several insiders — including director G. Michael Sievert and executive Mark Wolfe Nelson — sold stock this week in multi‑hundred‑thousand to multi‑million dollar transactions; heavy insider selling can pressure sentiment and be read as a near‑term negative by traders. Director G Michael Sievert Form 4 Mark Wolfe Nelson Form 4
• Negative Sentiment: Competitor price moves and offers are intensifying: Spectrum is promoting large guaranteed savings to switchers and TheStreet reports T‑Mobile is offering free promotions to shore up loyalty — both increase churn risk and margin pressure. SPECTRUM GUARANTEES $1,000 SAVINGS T-Mobile hopes free offer will restore customer loyalty
• Negative Sentiment: Recent analyst and comparison pieces highlight T‑Mobile’s underperformance versus peers (VZ, Dow) and note valuation headwinds — these narratives can weigh on sentiment and relative‑performance flows. Verizon vs. T-Mobile: Which 5G Stock is the Better Buy Today?

Insider Buying and Selling

In related news, Director Letitia A. Long sold 1,457 shares of T-Mobile US stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $210.32, for a total transaction of $306,436.24. Following the sale, the director directly owned 5,438 shares in the company, valued at $1,143,720.16. The trade was a 21.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Peter Osvaldik sold 27,000 shares of T-Mobile US stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $214.86, for a total transaction of $5,801,220.00. Following the transaction, the chief financial officer owned 51,573 shares of the company’s stock, valued at $11,080,974.78. The trade was a 34.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 692,300 shares of company stock valued at $150,426,595 over the last three months. Insiders own 0.37% of the company’s stock.

T-Mobile US Profile

T-Mobile US is a national wireless carrier that provides mobile voice, messaging and data services to consumers, businesses and wholesale customers across the United States, Puerto Rico and the U.S. Virgin Islands. The company operates a nationwide mobile network and offers device sales, equipment financing and support services through retail stores, online channels and distribution partners. T-Mobile positions its products around bundled service plans, device offerings and value-added features for both individual and enterprise customers.

Product offerings include postpaid and prepaid wireless plans under the T-Mobile and Metro by T-Mobile brands, as well as connectivity solutions for small and large businesses.